LEBC Group, the pensions and financial advice company founded by a Chartered Financial Planner, remains in “buoyant mood” despite making a financial year loss of £401,000 last year and having to withdraw from DB transfer advice.
Read more ...LEBC in ‘buoyant mood’ despite losses and turnover slump
- Friday, 21 February 2020
- Articles

Govt may expand dormant assets scheme to investments
- Friday, 21 February 2020
- Articles

The Government has today launched a consultation which could see its Dormant Assets scheme significantly expanded to include funds and a wide range of other investments held by investors.
Read more ...Quilter platform cuts charges for family investments
- Friday, 21 February 2020
- Articles

Quilter’s UK platform Old Mutual Wealth is to introduce ‘family-linking’ of accounts from April - a move it says will save most investors money.
Read more ...58% of older clients want advice on retiring early
- Thursday, 20 February 2020
- Articles

The top question asked of financial advisers by older clients was whether they can afford to retire early, according to a new survey.
Read more ...PFS joins Armed Forces charity body serving 6m
- Thursday, 20 February 2020
- Articles

The Personal Finance Society’s pro bono financial guidance campaign to help 6m serving and veteran Armed Forces members has received official recognition.
Read more ...Schroders PW to be ‘top 3 Financial Planner’ by 2023
- Thursday, 20 February 2020
- Articles

Schroders Personal Wealth, the new Financial Planning venture jointly owned by Schroders and Lloyds Bank, is aiming to become a top 3 ‘Financial Planning’ business by 2023.
Read more ...2 online D2C firms combine to reach 570,000 investors
- Wednesday, 19 February 2020
- Articles

Online consumer investment platform interactive investor (ii) is to buy rival The Share Centre, creating a combined group with 570,000 customers.
Read more ...Investment manager IPS merges with Financial Planner
- Wednesday, 19 February 2020
- Articles

Investment manager IPS Capital LLP has merged with a close neighbour - wealth manager and Financial Planner Prospect Wealth Management.
Read more ...Surprise jump in CPI inflation from 1.3% to 1.8%
- Wednesday, 19 February 2020
- Articles
CPI inflation unexpectedly jumped from 1.3% in December to 1.8% in January, ONS reported today.
Read more ...Franklin to buy rival Legg Mason in £1.15 trn tie-up
- Wednesday, 19 February 2020
- Articles

Fund manager Franklin Templeton is to acquire rival Legg Mason in a deal which will create a global business managing £1.15 trillion in assets.
Read more ...